Macro Fund manager..GS prop alum..My interests: markets, politics, foreign affairs, history, philosophy, modern art, poker, yoga, squash, judo 🇺🇸🇺🇦🇮🇱🇪🇸
NYC
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Iris Boker
My 2 cents on Putin’s decision today:
This is a strategic defeat for Putin and a full-scale war is even less likely after today then before.
Let me explain in this thread. The primary goal of Putin has been to subjugate Ukraine and especially its foreign and defense policy 1/
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In addition to the fire at the arms depot and munitions storage in Bryansk, it appears that the part of the railway that transports Russian armor into Ukraine was damaged as well
Looks like another Russian fuel depot is on fire.. this time in Bryansk - one of the key transit points of Russian armor on the way towards Ukraine..
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Yes.. that’s a lot of Hamas terrorists that chose to surrender instead of being killed.. what’s not to like ?! 🤷♂️
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Iconic photos of a Russian painter Evgenii Kobytev the day he left to the front and the day he came back from the war 4yrs later
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I am 5% in $SPY away from adding pronouns to my bio
This is short term pain that's going to breed a generation of straight ticket Democrat voters. Trust the process.
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I see a lot of ridiculing of the warnings of the imminent invasion of Ukraine by Russia.. and i think most people don’t actually understand what’s going on.. the messaging has been a bit clumsy but is effective and is working as intended 1/
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If you want to know how Russia’s invasion is going, there are unconfirmed reports that Putin fired his chief of the General Staff of the Russian Armed forces ☠️
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Denmark imposes moratorium on purchase of Russian oil en.interfax.com.ua/news/gene…
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Ukraine armed forces secure the international border with Russia in #Kharkov oblast
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Another video of derailed train carrying Russian armor, allegedly just outside of Bryansk
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The emergency work is done by fire fighters and police from all over the county and the state.. they are as competent as anyone.. it’s unclear what expertise do you think FEMA is providing that isn’t available locally 🙄🙄🙄
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On the left, British civilians taking cover in the London metro during WW2 Nazi bombing
On the right, Ukrainian civilians taking cover in the Kyiv metro during Russian bombing today
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Putin thought he was going around open-carrying in Massachusetts but realized that he is in Texas instead.. so he had to resort to grabbing a misplaced wallet and retreating to the nearest bar to get drunk
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I wonder what could have possibly taken place in the last 2 weeks that dramatically curtailed social distancing .. 🤔
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This is an excellent write up on a subject that most people dont understand: China buys US treasurys not because it wants to but because it has to. As such, they can’t use their treasury holdings as a weapon without hurting themselves more than hurting US pro.creditwritedowns.com/201…
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Spotify and Netflix in Russia are apparently blocked for those who pay with credit cards from sanctioned Russians banks..
this is minor on the surface, but significant because practically everyone will be giving a fuck now, since their lives are less comfortable by the minute
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His progressive escalation also didn’t work on rattling Ukrainians.. there was no panic in the country, the political leadership was united and showed amazing resilience and resolve and the army was disciplined not to respond to military provocations 15/
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The projection is amazing.. the same people who are warning that Trump won’t concede are on the record advising Biden not to concede 🤦♂️
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It’s #RoshHashana2022 and the elders of Zion have prophesied how the war between #Russia and #Ukraine️ will end
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To Russian interests and priorities..
In essence the goal was to make Ukraine into a vassal state, a la Belarus where Russia retains full political control and leverage and which is currently in the process of soft annexation 2/
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Phobia is an irrational aversion to something.. there is nothing irrational in aversion to Russia in 2023
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Under the “possible law” of not allowing chemical and heavy weapons to fall into the hands of jihadist groups.. your welcome
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Does NRA advocate for murder in the service of political and ideological goals? are most mass killers and murderers NRA members ? You know the answer to both, yet you push the false narrative that puts ideology ahead of facts
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Instead he got one response from the EU directly basically telling him “buddy, why you wasting your time and printer paper sending your silly letters around when you can just send one directly to Brussels which is where you gonna get a single response from” 14/
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The decision to recognize the separatist part of Donbas today is probably the worst outcome for him and the best for Ukraine: it buries Minsk protocols, getting Ukraine off the hook politically and preserves the status quo by freezing the conflict but in a 23/
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Russian central bank introduced a 30% commission today on anyone who wants to buy USD, EUR or GBP
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1.5hrs till sunrise in Kyiv.. if the city holds, once it’s light out and everyone could be seen, Russian troops will not have anywhere to hide and there is a LOT more Ukrainians in the city than the Russian invaders ..
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Member of #Belarus Internal Ministry police is publicly taking off and discarding his uniform #Belarusprotests #Belarus2020 #Беларусь
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Since separatists are just Russian puppets and their leaders are in fact Russian citizens ( the current one is even a member of Putin’s party ), this would essentially give Russian government a direct political control over Ukraine, essentially eliminating its sovereignty 6/
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.@nytimes oped writers at their best: advocating for fascism under the banner of “anti-fascism”
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The scariest kind of anti-semitism is one that gets rationalized and normalized in the halls of the congress
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All of these assumptions of Putin were proven wrong.. the west is united, and even Putin’s attempt to send separate letters with same demands/proposals to different countries in a gambit to try and pick some off didn’t work 13/
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Shock and awe from Switzerland.. Moscow went from a city with a largest concentration of billionaires to a city with perhaps hardly any ..
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to control the country which is the 2nd largest in Europe by territory and has a large population motivated to kill an invading force, and this adventure might even cost him his own regime at home 22/
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In the end, Putin’s confidence game has failed, since he never planned on the actual war which would be costly in resources and lives and very risky since given Ukraine’s resolve he wouldn’t achieve political aims even by military means, he doesn’t have enough troops to 21/
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“International legion” arrived in Severodonetsk to reinforce Ukrainian troops defending the city.. Russian army controls about 2/3 of it at the moment
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How could $AMZN be worth more than Sears ? 😃😂
circa 1999
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So black GOP senators have a name ?! Or are they defined by the color of their skin and have no other notable characteristics?!
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The reaction from the Ukrainian government was similar a) your demands to give up our sovereignty are unacceptable; b) we will talk about our aspirations to join NATO louder because its our sovereign right to chose alliances we sign up for and c) 18/
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Ukraine is now more united,more anti-Russia and on a faster path of spinning out of Kremlin’s “sphere of influence”. Why did Putin go for this option ? Well, faced with western and Ukraine’s resolve in response to his ultimatums and what he thought were credible threats 26/
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threats of force, but unwilling to make good on these threats ( high five to the boys at Langley for confronting his bluff in the information space ) he also needed to save face and show a win for all his Herculean confidence efforts 27/
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Piligrimage of world readers to the Ukrainian capital continues with Australian PM @AlboMP meeting with @ZelenskyyUa in #Kyiv today
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“Reduce national debt through increased spending” deserves an establishment of a Nobel prize in Accounting
.@SpeakerPelosi: "When we're having this discussion, it's important to dispel some of those who say, well it's the government spending. No, it isn't. The government spending is doing the exact reverse, reducing the national debt. It is not inflationary."
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risking far harsher sanctions and bad optics of dead civilians that allegedly he wants to protect, etc.. this is probably a good time for him to consolidate and absorb mild sanctions from the west while doing his best to shift attention from this issue for now 31/
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More specifically, Putin’s focus on Minsk 2 was on the part that would require Ukraine to conduct a constitutional reform that would give the separatist region a special status that would allow it to veto any foreign and defense policy decisions 5/
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Looks like another Russian fuel depot is on fire.. this time in Bryansk - one of the key transit points of Russian armor on the way towards Ukraine..
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c) we see your troops on our borders and hear your threats but we won’t panic and we are confident in our army that acquired a lot of combat experience since 2014 ( I’ve seen a number of 400,000 of Ukrainians with active combat experience ) and is highly motivated 19/
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while accelerating military and economic aid for Ukraine as well as needed domestic reforms that would speed up the eventual path to the EU.. for Putin, this is a strategic defeat because he lost Minsk protocol as a tool for potential political leverage over Ukraine, 25/
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